Wealthcare Advisory Partners’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $264K | Sell |
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|
2025
Q2 | $260K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $203K | Sell |
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|
2023
Q3 | $222K | Buy |
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|
2023
Q2 | $225K | Sell |
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|
2023
Q1 | $307K | Buy |
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|
2022
Q4 | $252K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $112K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $69K | Sell |
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|
2019
Q4 | $155K | Buy |
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|
2019
Q3 | $148K | Buy |
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|
2019
Q2 | $143K | Buy |
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|
2019
Q1 | $141K | Buy |
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|
2018
Q4 | $37K | Buy |
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|
2018
Q3 | $41K | Buy |
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|
2018
Q2 | $39K | Buy |
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|
2018
Q1 | $39K | Buy |
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|
2017
Q4 | $41K | Buy |
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|
2017
Q3 | $39K | Buy |
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